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Outlier Capital
@outliercapx
The Founder. Asymmetric stocks. Generational wealth. Portfolio target: 5x+ returns in 5 years. Join 4K+ readers → Full portfolio + Theses, link.
加入 April 2026
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This is not the optics rally. This is the appetizer. $LITE, $COHR, $AAOI, $CIEN, $AXT, $CRDO… the whole stack moved today. Most people still don’t understand how tight the optical bottleneck is getting. $CRDO is doing something special after hours. Will drop an explanation later. Thank me in Q1, not yet.
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Hey @grok, how many bullish posts regarding the Optics/Networking stack ($LITE $COHR $AAOI $SIVE $CRDO and others) have I (@outliercapx) posted in the last month?
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